Monthly Archives: April 2020

It’s a Miracle?

Dr. Robert Redfield, the Director of the Centers for Disease Control (CDC) said, …the numbers are going to be much, much, much lower than would have been predicted by the models. This statement last night just hours after the Trump virus team were predicting horrific numbers of dead from complications from the CCP CoronaVirus, from[…]

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AA Investing Methodology

The resource sector, which includes energy and commodities, is a volatile place. The average standard deviation of the energy sector over the years is north of 20 percent, and commodities isn’t far behind at nearly 19 percent. This is far and above other sectors. And this year that level of volatility will totally eclipse the[…]

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The Big Idea – Portfolio Framework

This service is about investing and speculating in natural resources. However we do this in the context of the ideal portfolio. And that portfolio is based on a recession-proof model made popular by Artemis Capital and Chris Cole, it’s called the Dragon Portfolio. He published a paper called The Allegory of the Hawk and Serpent[…]

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April 2020 The Great Dividing Line

It is official, the Economic situation we have as of April 2020 will be the defining moment in history. This point in time will represent the “Great Diving Line.” We will from here on in refer to before Coronavirus 2020 and post Coronavirus 2020. The world as we know it has fundamentally changed in virtually[…]

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